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State of Michigan Retirement System’s Otis Worldwide OTIS Stock Holding History

State of Michigan Retirement System’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.82M Sell
101,507
-500
-0.5% -$43.7K 0.04% 334
2025
Q4 		$8.91M Sell
102,007
-4,100
-4% -$367K 0.04% 306
2025
Q3 		$9.7M Sell
106,107
-1,200
-1% -$109K 0.05% 295
2025
Q2 		$10.6M Sell
107,307
-300
-0.3% -$29K 0.06% 269
2025
Q1 		$11.1M Sell
107,607
-800
-0.7% -$78.2K 0.06% 260
2024
Q4 		$10M Sell
108,407
-700
-0.6% -$70.2K 0.05% 275
2024
Q3 		$11.3M Sell
109,107
-1,600
-1% -$152K 0.06% 255
2024
Q2 		$10.7M Sell
110,707
-400
-0.4% -$38.5K 0.05% 254
2024
Q1 		$11M Sell
111,107
-900
-0.8% -$83.2K 0.06% 254
2023
Q4 		$10M Sell
112,007
-900
-0.8% -$74.8K 0.06% 261
2023
Q3 		$9.07M Sell
112,907
-700
-0.6% -$59.9K 0.06% 269
2023
Q2 		$10.1M Sell
113,607
-300
-0.3% -$25.3K 0.06% 260
2023
Q1 		$9.61M Buy
113,907
+700
+0.6% +$57.9K 0.06% 266
2022
Q4 		$8.87M Sell
113,207
-500
-0.4% -$36.9K 0.06% 271
2022
Q3 		$7.25M Sell
113,707
-300
-0.3% -$21.9K 0.05% 292
2022
Q2 		$8.06M Buy
114,007
+6,800
+6% +$501K 0.06% 276
2022
Q1 		$8.25M Buy
107,207
+236
+0.2% +$18.9K 0.05% 287
2021
Q4 		$9.31M Sell
106,971
-200
-0.2% -$16.7K 0.05% 274
2021
Q3 		$8.82M Sell
107,171
-503,600
-82% -$44.3M 0.05% 267
2021
Q2 		$49.9M Buy
610,771
+508,500
+497% +$39.1M 0.29% 79
2021
Q1 		$7M Sell
102,271
-100
-0.1% -$6.54K 0.04% 317
2020
Q4 		$6.92M Sell
102,371
-1,500
-1% -$97.3K 0.05% 303
2020
Q3 		$6.48M Sell
103,871
-100
-0.1% -$6.12K 0.05% 277
2020
Q2 		$5.91M Buy
+103,971
New +$5.39M 0.05% 269

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State of Michigan Retirement System's OTIS Position: Q1 2026 in Review

State of Michigan Retirement System reduced its Otis Worldwide (OTIS) stake by 0.49% in Q1 2026, selling an estimated $43.7K and leaving 101,507 shares worth $7.82M. The position accounts for 0.04% of the portfolio, ranked #334.

State of Michigan Retirement System first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $49.9M in Q2 2021. 1,236 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • State of Michigan Retirement System held 101,507 shares of Otis Worldwide worth $7.82M as of Q1 2026.
  • State of Michigan Retirement System sold 500 Otis Worldwide shares in Q1 2026, an estimated $43.7K.
  • Otis Worldwide made up 0.04% of State of Michigan Retirement System's portfolio in Q1 2026, its #334 holding.
  • State of Michigan Retirement System first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • State of Michigan Retirement System's Otis Worldwide position peaked at $49.9M in Q2 2021.
  • 1,236 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on State of Michigan Retirement System's 13F filing for Q1 2026, filed 4 May 2026.